Position in HTO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,219,106
+$24,292 QoQ
Shares Held
20,061
-1.5% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
1.04%
of 13F equity value
Holder Rank
#125
of 313 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in HTO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Jun 30, 2026Everstar Asset Management, LLC holds $1,219,106 across 1 Utilities - Regulated Water name. HTO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HTO |
H2o America
This page
|
20,061 | $1,219,106 |
All Filings in HTO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,106 | 20,061 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,194,814 | 20,365 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $416,415 | 8,500 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $771,602 | 15,844 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $730,282 | 14,052 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $273,450 | 5,000 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||